“That guy found tons of money laying around in my business that I didn’t know was there.” I had a Read more...

Be a Member of a Subculture and Standout from the Crowd. What most of us seem to try to do Read more...

Don't be boring. Put your personality into everything you do... Standout from the crowd, expanded. Back to Earl Nightingale: If Read more...

Frighten or Titillate, whatever you do, don't be boring Ok, so Game Stop stock is going crazy. AMC Theaters. Apple Read more...

A Rant on Client Communication, Client Retention, and a Foundational Requirement to Generate Referrals. A friend and mentor that I've Read more...

It’s my biggest criticism about many Financial Advisors that I talk with, an inability to “empty their cup” and look Read more...

What “Systems” are you using to accelerate your referrals? It’s always interesting when talking with advisors. There’s a huge number Read more...

Nurture, Educate, and Entertain your Prospects and Clients CONTINUALLY - Forever. Gee, it seems like I keep having this conversation Read more...

Advertising Doesn't Work for Financial Advisors? No, it works GREAT if you do it right. I’ve had several conversations with Read more...

Just a quick note to Say Rest-in-Peace RUSH. So many things for the "Ditto Heads" to remember. I always chuckled Read more...

I’ve talked with a number of Financial Advisors who could best be described as “marketing junkies.” They’ve read all of Read more...

When many of us think of marketing, we imagine television and radio spots, magazine advertisements, and billboards. You might think Read more...

Yesterday I talked about “call to action” in all of your marketing. Unfortunately way too many advisors think a call Read more...

We just did a video that you may enjoy about effective lead follow-up along with effective new client sales process.   Read more...

Problem, Agitate, Solve A tried and true marketing formula for your advertising in any and all media could be summarized Read more...